V7 Apply smart colors to role cards.

Add a color legend to your chart and link the colors to custom fields by creating conditional rules. A color legend allows you to create smart automatic conditional color rules. 

You can use a color legend to identify C-level Executives or people with exceptional talents.

In this example, we will create a smart color legend for C-Level Executives.

1. Open the chart were you wish to apply smart colors.
2. Click the Show / Hide Legend icon.           
3. In the Title field, give the legend a name, e.g., Smart Colors.
4. Click Add Legend Item.                 
5. Click the color palette and choose a color for your legend.
6. In the Legend Item field, type Smart Color.         

The Smart Color legend you created appears. 

7. Set a color rule that will trigger the badge to appear on the chart.

• Click the +Add Rules button
• In the Filed field, click the down arrow and select a field
• In the Operator field, select Contains or Equals (to the value you type in the Value to Match field)
• In the Value to Match field, type a role (e.g., CEO) or a person's name
• Click Save
•  

               

    The smart color automatically appears in your chart.

                         

Related articles:

V7 Customize legends.

V7 Apply badges/icons to cards.

V7 Create a legend with badges and colors.

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